David James Grundy

Current Employers

Employment History

• 07/2021 → 12/2023
  Self-Employed
  Evergreen, CO
• 06/2016 → 12/2022
  Denver Health 7 Hospital Authority
  Denver, CO
• 09/2023 → 06/2025
  Thrivent Investment Management Inc
  Greenwood Village, CO
• 12/2023 → 04/2024
  Thrivent Financial
  Appleton, WI
• 04/2024 → 06/2025
  Thrivent Financial
  Appleton, WI
• 06/2025 → Present
  Merit Financial Group Dba Merit Financial Advisors
  Denver, CO
• 06/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2023-12-07 → 2025-06-11
  Thrivent Investment Management Inc.
  Greenwood Village, CO
  Minneapolis, MN
  Westminster, CO
  Arvada, CO

Other Businesses

1.) Merit Financial Group DBA Merit Financial Advisors. Investment Related. At Registered Location, RIA. IAR. 06/2025. 160. 160. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered location. Fixed/Traditional Insurance. Agent. 06/2025. 1. 1. Provide insurance advice based on the needs of client(s) 3.) Rise Foundation Inc. Non-Investment Related. 9975 Wadsworth Pkwy Unit K2 Wesminster CO, 80021.Non-Profit. Board Member. 03/2023. 2. 0. Attend board meetings every other month. Vote on agenda items. Volunteer for program activities as available. Support fundraising efforts. 4.) Rental Property. Non-Investment Related. 30787 Hilltop Dr. Evergreen CO, 80439. Real Estate Rental. Property Manager. 08/2021. 2. 0. Manage single-family residential rental property. Perform or organize maintenance activities as needed. Find new tenants when required.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-06